BEI
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Benjamin Edwards Inc’s FT Vest SMID Rising Dividend Achievers Target Income ETF SDVD Stock Holding History

Benjamin Edwards Inc’s Portfolio SDVD Stock Details SDVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,928
Closed -$338K – 1202
2025
Q1 		$338K Buy
16,928
+83
+0.5% +$1.76K ﹤0.01% 905
2024
Q4 		$362K Buy
16,845
+109
+0.7% +$2.46K 0.01% 928
2024
Q3 		$369K Buy
+16,736
New +$359K 0.01% 896

Other funds holding SDVD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Benjamin Edwards Inc's SDVD Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) in Q2 2025, closing a stake of 16,928 shares — an estimated $338K sold.

Benjamin Edwards Inc first reported a position in SDVD in Q3 2024 and held it in 3 quarters. The position peaked at $369K in Q3 2024. 86 funds tracked by Wall St. Rank hold SDVD as of Q2 2025.

  • Benjamin Edwards Inc reported no remaining FT Vest SMID Rising Dividend Achievers Target Income ETF position as of Q2 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 16,928 FT Vest SMID Rising Dividend Achievers Target Income ETF shares in Q2 2025, an estimated $338K.
  • Benjamin Edwards Inc first reported a position in FT Vest SMID Rising Dividend Achievers Target Income ETF in Q3 2024 and held it in 3 quarters.
  • Benjamin Edwards Inc's FT Vest SMID Rising Dividend Achievers Target Income ETF position peaked at $369K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held FT Vest SMID Rising Dividend Achievers Target Income ETF as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.